The AI Chatbot module lets you build a custom chatbot trained on your specific business knowledge, capable of answering customer questions on WhatsApp, your website, or any connected channel.

Adding Knowledge Sources

Your chatbot can be trained on multiple types of knowledge sources:

  • PDF Documents: Upload product catalogs, pricing sheets, policy documents.
  • Website URL: Enter your website URL and the CRM will crawl and index all pages.
  • Text: Paste FAQs or custom knowledge directly.
  • Google Docs: Connect a Google Doc for auto-updating knowledge.

Training Steps

  1. Go to AI Chatbot > Knowledge Base.
  2. Click + Add Source and select the source type.
  3. Upload or enter the knowledge data.
  4. Click Train — training takes 2–10 minutes depending on document size.
  5. After training, test your chatbot in the preview panel.
💡 Pro Tip: Add a Q&A section specifically for common objections: "Is this too expensive?", "How long does it take?", "Can I get a refund?". A well-trained chatbot handles objections 24/7 without human intervention.